Report
| JUL 27, 2021
With $68 trillion in assets set to transfer to younger generations over the next 30 years, wealth managers who target high-net-worth individuals (HNWIs) must adapt by using digital solutions to enhance their existing white-glove services—not replace them.
Report
| FEB 16, 2022
Independents that can raise their appeal to HNWIs can capture a slice of the $24.3 trillion HNWI market in North America. Robo-advisors have largely failed to attract wealthier investors because they don’t provide the white-glove experience that HNWIs value. Taking care of these clients’ complex needs can help them to make inroads here.
Report
| JAN 12, 2022
High- and ultra-high-net-worth individuals (HNWIs and UHNWIs) are two lucrative demographics for wealth managers due to their investable assets. HNWIs and UHNWIs are individuals with investable assets—liquid assets easily converted to cash—of over $1 million and $30 million, respectively, per Investopedia.
Article
| AUG 4, 2021
One of Insider Intelligence’s latest reports discusses how HNWIs’ needs are changing and how technology can enhance onboarding, omnichannel capabilities, and ESG investments.
Article
| FEB 1, 2022
He added that Wealthfront’s solution fits in with its strategy of targeting high-net-worth and ultra-high-net-worth individuals (HNWIs and UHNWIs). UBS plans to use Wealthfront as a foundation for its new digital offering.
Article
| JUL 29, 2021
iCapital Network reached a $4B for broadening access to an asset class traditionally held by institutional investors—a key service for wealth managers to meet HNWI demand.
Article
| DEC 10, 2021
Yet interest in investing in this nascent asset class is cross-demographic: 72% of global high-net-worth individuals (HNWIs) have bought crypto, per a 2021 Capgemini survey. We expect wealth managers to follow the lead of large players like JPMorgan and Morgan Stanley and offer crypto exposure to their wealthy clients.
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| JUN 29, 2021
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| DEC 31, 2019
Article
| NOV 3, 2021
But Moonfare can use its established presence in the market to capture a slice of the $1.5 trillion that HNWIs are expected to allocate for private markets globally as it expands into new regions, per Oliver Wyman.
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| JUN 29, 2021
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| JUN 29, 2021
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| JUN 10, 2021
Report
| MAR 31, 2021
Part of this increase can be attributed to the US’ high-net-worth individual (HNWI) population growth of 11% in 2019, per Capgemini, which has given wealth managers a larger addressable market and rising AUM levels.
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| JUL 9, 2020
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| JUL 28, 2020
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| JUL 9, 2020
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| JUL 9, 2020
Article
| AUG 16, 2021
Between 2014 and 2020, high-net-worth individuals (HNWIs) in every region got collectively richer. This trend is most notable in North America and Asia-Pacific, where the combined wealth of HNWIs grew by more than $16 trillion. HNWIs worldwide were worth nearly $80 trillion last year. More like this:. Report: How High-Net-Worth Individuals Invest.
Article
| APR 12, 2021
Younger HNWIs also tend to be more socially conscious and want ways to align their portfolios with their environmental and social justice values. To better capture the changing market and increase assets on its platform, Addepar should broaden its analytical tools to calculate things like the carbon footprint of HNWIs’ assets.
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| JUN 10, 2021